35

My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

More...

Interests

I enjoy spending time with my family, sailing, bicycling, hiking, camping and woodworking.

Community Participation

Alzheimer's Association, President of the Board of Directors, Greenville, SC

Greenville Woodworkers Guild, Fund Raising Chairman, Greenville, SC

Newberry College, Board of Visitors, Newberry, SC

Evangelical Lutheran Church in America, Board of Pensions, Minneapolis, MN

Areas of Focus

  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2000-2010

Education

  • B.A. Speech and Communications, 1975, Newberry College, Newberry, SC

My Photos Show Thumbnails

One of my passions is woodworking. I recently completed these adirondack chairs. All the hard work was well worth it!

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.